Marcus Today SMA | July 2020 Update

Plenty of noise without much action. Despite threatening to break down and then up, the market kept heading sideways through July. FUND PERFORMANCE MARCUS TODAY GROWTH SMA (MT0001) The Marcus Today Growth SMA spent July unchanged thanks to its 100% cash weighting. The ASX 300 Accumulation index rose 0.6% over the month. Over the past…

Netwealth Group Limited (ASX: NWL) buy hold sell

BUY HOLD SELL – Netwealth Group Limited (ASX: NWL)

Netwealth Group Limited (ASX: NWL) is an Australia-based technology company that offers superannuation and non-superannuation platform product. NWL provides financial Intermediaries and investors with financial services including managed funds, investor directed portfolio services, a superannuation master fund, separately managed accounts and self-managed superannuation administration services. NWL offers portfolio administration, investment management tools, and investment and…

Petbarn

One of my daughters has been looking for a casual job and one came up at PetBarn yesterday packing online boxes. Her response was “I’d better apply before JobKeeper ends and everybody else starts looking for a job”. Clever girl. Getting ahead of the curve. The same applies in the stock market. Assume everything everybody…

Hello Stranger

It’s amazing how a simple and apparently insignificant thing can have such an amazing impact on life.  When Victoria declared mask wearing to be mandatory I thought that’s OK not a big issue if it helps solve the problem.  I had no idea how it would change things. Ever since working briefly in Libya and…

How To Track Director Buying And Selling

You can track changes in Directors Shareholdings every day on the Market Index website – CLICK HERE – this gives you a daily list of directors transactions although you can click through on each code to see the history of directors transactions in any stock, or you can simply search a particular stock code at…

Warren Buffet's story related to Orangutans flipping coins

Stock Market Secrets: Orangutans

The concept for this article has been unashamedly stolen from Warren Buffet although it has been given an an Australian flavour. He expounded the US version in a speech in 1984 commemorating the fiftieth anniversary of the book Security Analysis by Benjamin Graham and David Dodd, the bible of value investing. He called his speech…

Webjet Limited (ASX: WEB) Buy hold sell

BUY HOLD SELL – Webjet Limited (ASX: WEB)

Webjet Limited (ASX: WEB) provides online travel bookings. WEB provides services in regional consumer markets, as well as global wholesale markets via the online channel. It operates through two segments, including Business to Consumer Travel (B2C Travel) and Business to Business Travel (B2B Travel). The Company’s B2C division consists of Webjet and Online Republic brands.…

Diary of A Free Man

One of our members retired at 50 to become a full-time trader, hoping that he could shrug off the rat race and the typical work sleep work life. Fifteen years later he is still 'retired' and still trading full-time. After 15 years of investing, he calls it what it turned out to be, trading not…